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Side-by-side financial comparison of Allegion (ALLE) and Distribution Solutions Group, Inc. (DSGR). Click either name above to swap in a different company.
Allegion is the larger business by last-quarter revenue ($1.0B vs $518.0M, roughly 2.0× Distribution Solutions Group, Inc.). Allegion runs the higher net margin — 13.4% vs 1.2%, a 12.1% gap on every dollar of revenue. On growth, Distribution Solutions Group, Inc. posted the faster year-over-year revenue change (10.7% vs 9.7%). Over the past eight quarters, Distribution Solutions Group, Inc.'s revenue compounded faster (13.1% CAGR vs 3.5%).
Allegion plc manufactures and sells mechanical and electronic security products and solutions worldwide. The company offers door closers, controls, and exit devices; locks, locksets, portable locks, and key systems and services; electronic security products and access control systems; time, attendance, and workforce productivity systems; doors and door systems; and other accessories. The company sells its products and solutions to end-users in commercial, institutional, and residential facili...
Univar Solutions Inc. is a global chemical and ingredients distributor and provider of value-added services.
ALLE vs DSGR — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $518.0M |
| Net Profit | $138.1M | $6.5M |
| Gross Margin | 44.0% | 32.9% |
| Operating Margin | 18.9% | 4.6% |
| Net Margin | 13.4% | 1.2% |
| Revenue YoY | 9.7% | 10.7% |
| Net Profit YoY | -6.8% | -70.6% |
| EPS (diluted) | — | $0.14 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $1.1B | $518.0M | ||
| Q2 25 | $1.0B | $502.4M | ||
| Q1 25 | $941.9M | $478.0M | ||
| Q4 24 | $945.6M | $480.5M | ||
| Q3 24 | $967.1M | $468.0M | ||
| Q2 24 | $965.6M | $439.5M |
| Q1 26 | $138.1M | — | ||
| Q4 25 | $147.5M | — | ||
| Q3 25 | $188.4M | $6.5M | ||
| Q2 25 | $159.7M | $5.0M | ||
| Q1 25 | $148.2M | $3.3M | ||
| Q4 24 | $144.1M | $-25.9M | ||
| Q3 24 | $174.2M | $21.9M | ||
| Q2 24 | $155.4M | $1.9M |
| Q1 26 | 44.0% | — | ||
| Q4 25 | 44.5% | — | ||
| Q3 25 | 45.8% | 32.9% | ||
| Q2 25 | 45.6% | 33.9% | ||
| Q1 25 | 44.9% | 34.3% | ||
| Q4 24 | 44.1% | 33.3% | ||
| Q3 24 | 44.7% | 33.9% | ||
| Q2 24 | 44.4% | 34.5% |
| Q1 26 | 18.9% | — | ||
| Q4 25 | 20.3% | — | ||
| Q3 25 | 21.8% | 4.6% | ||
| Q2 25 | 21.5% | 5.3% | ||
| Q1 25 | 20.9% | 4.2% | ||
| Q4 24 | 19.5% | 4.2% | ||
| Q3 24 | 22.2% | 4.0% | ||
| Q2 24 | 21.6% | 3.2% |
| Q1 26 | 13.4% | — | ||
| Q4 25 | 14.3% | — | ||
| Q3 25 | 17.6% | 1.2% | ||
| Q2 25 | 15.6% | 1.0% | ||
| Q1 25 | 15.7% | 0.7% | ||
| Q4 24 | 15.2% | -5.4% | ||
| Q3 24 | 18.0% | 4.7% | ||
| Q2 24 | 16.1% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | $1.70 | — | ||
| Q3 25 | $2.18 | $0.14 | ||
| Q2 25 | $1.85 | $0.11 | ||
| Q1 25 | $1.71 | $0.07 | ||
| Q4 24 | $1.65 | $-0.55 | ||
| Q3 24 | $1.99 | $0.46 | ||
| Q2 24 | $1.77 | $0.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $308.9M | $69.2M |
| Total DebtLower is stronger | $2.0B | $665.5M |
| Stockholders' EquityBook value | $2.1B | $653.9M |
| Total Assets | $5.3B | $1.8B |
| Debt / EquityLower = less leverage | 0.97× | 1.02× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $308.9M | — | ||
| Q4 25 | $356.2M | — | ||
| Q3 25 | $302.7M | $69.2M | ||
| Q2 25 | $656.8M | $47.4M | ||
| Q1 25 | $494.5M | $65.4M | ||
| Q4 24 | $503.8M | $66.5M | ||
| Q3 24 | $878.9M | $61.3M | ||
| Q2 24 | $747.5M | $46.8M |
| Q1 26 | $2.0B | — | ||
| Q4 25 | $2.0B | — | ||
| Q3 25 | $2.1B | $665.5M | ||
| Q2 25 | $2.1B | $675.0M | ||
| Q1 25 | $2.0B | $712.4M | ||
| Q4 24 | $2.0B | $693.9M | ||
| Q3 24 | $2.4B | $704.1M | ||
| Q2 24 | $2.4B | $573.7M |
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.1B | — | ||
| Q3 25 | $1.9B | $653.9M | ||
| Q2 25 | $1.8B | $649.4M | ||
| Q1 25 | $1.6B | $636.7M | ||
| Q4 24 | $1.5B | $640.5M | ||
| Q3 24 | $1.6B | $680.8M | ||
| Q2 24 | $1.4B | $653.3M |
| Q1 26 | $5.3B | — | ||
| Q4 25 | $5.2B | — | ||
| Q3 25 | $5.2B | $1.8B | ||
| Q2 25 | $4.9B | $1.8B | ||
| Q1 25 | $4.6B | $1.8B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $5.0B | $1.8B | ||
| Q2 24 | $4.8B | $1.6B |
| Q1 26 | 0.97× | — | ||
| Q4 25 | 0.96× | — | ||
| Q3 25 | 1.07× | 1.02× | ||
| Q2 25 | 1.16× | 1.04× | ||
| Q1 25 | 1.24× | 1.12× | ||
| Q4 24 | 1.33× | 1.08× | ||
| Q3 24 | 1.53× | 1.03× | ||
| Q2 24 | 1.69× | 0.88× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $101.3M | $38.4M |
| Free Cash FlowOCF − Capex | — | $32.9M |
| FCF MarginFCF / Revenue | — | 6.3% |
| Capex IntensityCapex / Revenue | 2.0% | 1.1% |
| Cash ConversionOCF / Net Profit | 0.73× | 5.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | $92.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $101.3M | — | ||
| Q4 25 | $240.1M | — | ||
| Q3 25 | $229.5M | $38.4M | ||
| Q2 25 | $209.7M | $33.3M | ||
| Q1 25 | $104.5M | $-4.8M | ||
| Q4 24 | $219.0M | $45.7M | ||
| Q3 24 | $231.9M | $-17.3M | ||
| Q2 24 | $173.0M | $21.4M |
| Q1 26 | — | — | ||
| Q4 25 | $200.5M | — | ||
| Q3 25 | $209.8M | $32.9M | ||
| Q2 25 | $192.0M | $28.7M | ||
| Q1 25 | $83.4M | $-10.4M | ||
| Q4 24 | $194.9M | $41.1M | ||
| Q3 24 | $212.0M | $-20.5M | ||
| Q2 24 | $152.1M | $18.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.4% | — | ||
| Q3 25 | 19.6% | 6.3% | ||
| Q2 25 | 18.8% | 5.7% | ||
| Q1 25 | 8.9% | -2.2% | ||
| Q4 24 | 20.6% | 8.6% | ||
| Q3 24 | 21.9% | -4.4% | ||
| Q2 24 | 15.8% | 4.1% |
| Q1 26 | 2.0% | — | ||
| Q4 25 | 3.8% | — | ||
| Q3 25 | 1.8% | 1.1% | ||
| Q2 25 | 1.7% | 0.9% | ||
| Q1 25 | 2.2% | 1.2% | ||
| Q4 24 | 2.5% | 1.0% | ||
| Q3 24 | 2.1% | 0.7% | ||
| Q2 24 | 2.2% | 0.8% |
| Q1 26 | 0.73× | — | ||
| Q4 25 | 1.63× | — | ||
| Q3 25 | 1.22× | 5.95× | ||
| Q2 25 | 1.31× | 6.66× | ||
| Q1 25 | 0.71× | -1.46× | ||
| Q4 24 | 1.52× | — | ||
| Q3 24 | 1.33× | -0.79× | ||
| Q2 24 | 1.11× | 11.28× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ALLE
| Allegion Americas | $809.9M | 78% |
| Allegion International | $223.7M | 22% |
DSGR
| Test Equity Segment | $206.5M | 40% |
| Gexpro Services Segment | $130.5M | 25% |
| Lawson Segment | $121.5M | 23% |
| Canada Branch Division Segment | $60.0M | 12% |
